Bank of New Hampshire
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Bank of New Hampshire reported 455 stock positions worth $382.2 million. Its top holding was Apple (AAPL) at 4.5% of the portfolio, followed by SPDR Gold Shares (GLD, 3.7%) and Microsoft (MSFT, 3.4%). Compared with Q4 2024, it opened 17 new positions, sold out of 20, added to 62 and reduced 157. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +35%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LACONIA, NH
- CIK
- 0001870761
- Portfolio Value
- $382.2M (Q1 2025)
- SEC Filing
- 0001870761-25-000004 ↗ filed Apr 14, 2025
Holdings Value
Holdings 455 stocks · $382.2M
| AAPL Apple Inc. | 4.53% | 77,984 | $17.3M | Reduce -3.0% |
| GLD SPDR Gold Shares | 3.67% | 48,627 | $14.0M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.41% | 34,668 | $13.0M | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 3.17% | 21,566 | $12.1M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.81% | 41,510 | $10.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.22% | 15,896 | $8.5M | Reduce -7.5% |
| GVI iShares Intermediate Governm | 2.01% | 72,446 | $7.7M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.97% | 48,698 | $7.5M | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 1.87% | 13,935 | $7.2M | Add +34.6% |
| JPM JPMorgan Chase & Co. | 1.86% | 28,988 | $7.1M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.83% | 12,492 | $7.0M | Add +10.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.66% | 52,174 | $6.4M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 1.65% | 33,053 | $6.3M | Reduce -3.8% |
| SYK Stryker Corp. | 1.58% | 16,178 | $6.0M | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 1.55% | 117,072 | $5.9M | Add +11.9% |
| COST Costco Wholesale Corp. | 1.50% | 6,071 | $5.7M | Reduce -3.7% |
| NVDA Nvidia Corp. | 1.48% | 52,051 | $5.6M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 1.37% | 9,668 | $5.2M | Reduce -3.5% |
| UNH Unitedhealth Group Inc. | 1.37% | 10,009 | $5.2M | Reduce -1.1% |
| ORLY O'reilly Automotive Inc. | 1.36% | 3,616 | $5.2M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 1.33% | 99,668 | $5.1M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 1.27% | 9,106 | $4.9M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 1.09% | 34,954 | $4.2M | Reduce -0.8% |
| WMT Walmart Inc. | 1.05% | 45,553 | $4.0M | Reduce -5.0% |
| VIOG Vanguard S&P SM Cap 600 GRW | 1.04% | 37,366 | $4.0M | Add +7.0% |
| UPS United Parcel Service Class B | 0.99% | 34,557 | $3.8M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 0.99% | 83,822 | $3.8M | Add +3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 89,040 | $3.7M | Reduce -1.8% |
| ADP Automatic Data Processing | 0.96% | 12,053 | $3.7M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.94% | 20,986 | $3.6M | Reduce -2.8% |
| CASY Casey's General Stores Inc. | 0.92% | 8,101 | $3.5M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.90% | 14,769 | $3.4M | Add +2.1% |
| ICE Intercontinental Exchange Inc. | 0.90% | 19,861 | $3.4M | Reduce -1.4% |
| AFL Aflac Inc. | 0.88% | 30,154 | $3.4M | Reduce -1.8% |
| CAH Cardinal Health Inc. | 0.87% | 24,050 | $3.3M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.86% | 15,763 | $3.3M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.77% | 21,024 | $2.9M | Reduce -2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.76% | 47,677 | $2.9M | Reduce -2.3% |
| JLL Jones Lang Lasalle Inc. | 0.74% | 11,482 | $2.8M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.74% | 48,301 | $2.8M | Reduce -1.2% |
| SCHI Schwab 5-10 Year Corporate B | 0.70% | 119,752 | $2.7M | Add +17.3% |
| PHG Koninklijke Philips NVR- NY | 0.68% | 102,420 | $2.6M | Reduce -1.5% |
| LYV Live Nation Entertainment Inc. | 0.65% | 19,145 | $2.5M | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.64% | 14,639 | $2.4M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 3 | $2.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 9,503 | $2.4M | Add +1.8% |
| AXP American Express Co. | 0.61% | 8,728 | $2.3M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 0.61% | 14,975 | $2.3M | Reduce -4.2% |
| INGR Ingredion Inc. | 0.60% | 17,036 | $2.3M | Add +2.0% |
| URI United Rentals Inc. | 0.57% | 3,454 | $2.2M | Add +2.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.56% | 11,035 | $2.1M | Reduce -3.4% |
| MTG Mgic Investment Corp. | 0.55% | 85,374 | $2.1M | Reduce -2.5% |
| RL Ralph Lauren Corp. | 0.55% | 9,551 | $2.1M | Reduce -4.1% |
| CVX Chevron Corp. | 0.55% | 12,496 | $2.1M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.54% | 7,539 | $2.0M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.52% | 24,535 | $2.0M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.52% | 3,446 | $2.0M | Add +242.2% |
| KBH KB Home | 0.51% | 33,692 | $2.0M | Add +1.1% |
| XLE SS Energy Select Sector | 0.49% | 20,147 | $1.9M | Reduce -1.0% |
| TT Trane Technologies PLC | 0.48% | 5,444 | $1.8M | Reduce -4.6% |
| CEG Constellation Energy | 0.48% | 9,042 | $1.8M | Add +156.0% |
| WM Waste Management Inc. | 0.47% | 7,804 | $1.8M | Reduce -3.3% |
| ARCC Ares Capital Corp. | 0.47% | 81,307 | $1.8M | Reduce -3.6% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 8,958 | $1.8M | Add +235.4% |
| OC Owens Corning | 0.46% | 12,318 | $1.8M | Add +3.6% |
| MCD McDonald's Corp. | 0.45% | 5,489 | $1.7M | Reduce -2.9% |
| CCJ Cameco Corp. | 0.44% | 40,468 | $1.7M | Add +1.6% |
| HD Home Depot Inc. | 0.41% | 4,262 | $1.6M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.40% | 10,195 | $1.5M | Reduce -53.6% |
| RJF Raymond James Financial Inc. | 0.39% | 10,835 | $1.5M | Add +9.0% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 17,819 | $1.5M | Add +784.3% |
| ADBE Adobe Inc. | 0.38% | 3,759 | $1.4M | Add +8.6% |
| XLK SS Technology Select Sector | 0.35% | 6,455 | $1.3M | Reduce -1.5% |
| NTAP Netapp Inc. | 0.34% | 15,000 | $1.3M | Add +1.8% |
| V Visa Inc. Class A | 0.34% | 3,754 | $1.3M | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 3,393 | $1.3M | Add +8.2% |
| CSCO Cisco Systems Inc. | 0.31% | 19,297 | $1.2M | Reduce -10.0% |
| AMD Advanced Micro Devices | 0.31% | 11,423 | $1.2M | Add +16.5% |
| IWF iShares Russell 1000 Growth | 0.30% | 3,180 | $1.1M | No change |
| ITW Illinois Tool Works | 0.30% | 4,620 | $1.1M | Reduce -5.2% |
| ABT Abbott Laboratories | 0.30% | 8,623 | $1.1M | Reduce -2.2% |
| PM Philip Morris International | 0.30% | 7,125 | $1.1M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 16,143 | $1.1M | Add +11.8% |
| NOW ServiceNow Inc. | 0.29% | 1,407 | $1.1M | Add +9280.0% |
| FN Fabrinet | 0.29% | 5,622 | $1.1M | Add +0.5% |
| AVGO Broadcom Inc. | 0.29% | 6,619 | $1.1M | Add +707.2% |
| GGAL Grupo Financiero Galicia-ADR | 0.28% | 19,726 | $1.1M | Reduce -8.3% |
| AMAT Applied Materials Inc. | 0.28% | 7,355 | $1.1M | Add +5.1% |
| RTX RTX Corp. | 0.26% | 7,567 | $1.0M | Reduce -16.3% |
| MRK Merck & Co. Inc. | 0.26% | 11,116 | $998K | Reduce -50.8% |
| DHR Danaher Corp. | 0.26% | 4,763 | $976K | Reduce -3.2% |
| SF Stifel Financial Corp. | 0.24% | 9,539 | $899K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.23% | 2,500 | $863K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.23% | 39,655 | $861K | Add +21.6% |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 15,000 | $857K | Reduce -4.3% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 30,590 | $855K | Add +12.1% |
| DCI Donaldson Co. Inc. | 0.22% | 12,608 | $845K | Add +13.7% |
| CME Cme Group Inc. | 0.22% | 3,177 | $843K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 3,050 | $838K | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.22% | 4,155 | $829K | Reduce -1.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -3.0% | 4.53% | −0.65 |
| GOOGL Alphabet Inc. Class A | Reduce -4.6% | 1.97% | −0.52 |
| PEP Pepsico Inc. | Reduce -53.6% | 0.40% | −0.46 |
| MSFT Microsoft Corp. | Reduce -1.5% | 3.41% | −0.41 |
| XSD SS SPDR S&P Semiconductor | Reduce -85.4% | 0.05% | −0.39 |
| MRK Merck & Co. Inc. | Reduce -50.8% | 0.26% | −0.32 |
| AMZN Amazon.com Inc. | Reduce -3.8% | 1.65% | −0.29 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -79.3% | 0.08% | −0.28 |
| CTSH Cognizant Tech Solutions-A | Reduce -77.6% | 0.08% | −0.27 |
| VGT Vanguard Info Tech ETF | Reduce -3.5% | 1.37% | −0.23 |
| UPS United Parcel Service Class B | Reduce -2.8% | 0.99% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 0.61% | −0.15 |
| ORCL Oracle Corp. | Reduce -2.0% | 0.77% | −0.15 |
| MDY State Street SPDR S&P Midcap | Reduce -3.5% | 1.27% | −0.11 |
| SUSA iShares ESG Optimized MSCI U | Reduce -29.2% | 0.18% | −0.08 |
| WMT Walmart Inc. | Reduce -5.0% | 1.05% | −0.07 |
| AXP American Express Co. | Reduce -2.2% | 0.61% | −0.07 |
| GGAL Grupo Financiero Galicia-ADR | Reduce -8.3% | 0.28% | −0.06 |
| TT Trane Technologies PLC | Reduce -4.6% | 0.48% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.4% | 0.56% | −0.06 |
| BAC Bank of America Corp. | Reduce -1.8% | 0.97% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.2% | 0.74% | −0.05 |
| XLK SS Technology Select Sector | Reduce -1.5% | 0.35% | −0.04 |
| D Dominion Energy Inc. | Reduce -42.3% | 0.07% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 2.81% | −0.04 |
| RL Ralph Lauren Corp. | Reduce -4.1% | 0.55% | −0.04 |
| DHR Danaher Corp. | Reduce -3.2% | 0.26% | −0.04 |
| COP Conocophillips | Reduce -21.7% | 0.16% | −0.03 |
| DXCM Dexcom Inc. | Reduce -1.1% | 0.21% | −0.03 |
| HD Home Depot Inc. | Reduce -2.2% | 0.41% | −0.03 |
| XLB SS Materials Select Sector | Reduce -15.0% | 0.19% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -49.4% | 0.04% | −0.02 |
| MS Morgan Stanley | Reduce -6.9% | 0.18% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -6.1% | 0.10% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.3% | 0.22% | −0.02 |
| HON Honeywell International Inc. | Reduce -10.8% | 0.12% | −0.02 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -6.0% | 0.21% | −0.02 |
| GD General Dynamics Corp. | Reduce -20.4% | 0.10% | −0.02 |
| CARR Carrier Global Corp. | Reduce -34.0% | 0.03% | −0.02 |
| ITW Illinois Tool Works | Reduce -5.2% | 0.30% | −0.02 |
| USB US Bancorp | Reduce -30.9% | 0.03% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -10.0% | 0.31% | −0.01 |
| XYZ Block Inc. | Reduce -6.5% | 0.02% | −0.01 |
| LYV Live Nation Entertainment Inc. | Reduce -4.5% | 0.65% | −0.01 |
| TGT Target Corp. | Reduce -31.4% | 0.02% | −0.01 |
| AKAM Akamai Technologies Inc. | Reduce -30.0% | 0.02% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -13.6% | 0.09% | −0.01 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 0.16% | −0.01 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +34.6% | 1.87% | +0.44 |
| META Meta Platforms Inc. Class A | Add +242.2% | 0.52% | +0.37 |
| GE General Electric | Add +235.4% | 0.47% | +0.35 |
| PLTR Palantir Technologies Inc. Class A | Add +784.3% | 0.39% | +0.35 |
| NOW ServiceNow Inc. | Add +9280.0% | 0.29% | +0.29 |
| CEG Constellation Energy | Add +156.0% | 0.48% | +0.27 |
| AVGO Broadcom Inc. | Add +707.2% | 0.29% | +0.24 |
| SF Stifel Financial Corp. | New | 0.24% | +0.24 |
| JPST JPMorgan Ultra-Short Income | Add +11.9% | 1.55% | +0.19 |
| SCHI Schwab 5-10 Year Corporate B | Add +17.3% | 0.70% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.4% | 1.83% | +0.12 |
| BLK BlackRock Inc. | New | 0.11% | +0.11 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.62% | +0.09 |
| GVI iShares Intermediate Governm | Add +0.9% | 2.01% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +3.5% | 0.99% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +1.3% | 0.52% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +21.6% | 0.23% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +12.1% | 0.22% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +263.7% | 0.04% | +0.03 |
| DCI Donaldson Co. Inc. | Add +13.7% | 0.22% | +0.03 |
| DUK Duke Energy Corp. | Add +0.8% | 0.19% | +0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Add +10.5% | 0.20% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +7.4% | 0.22% | +0.02 |
| BSX Boston Scientific Corp. | Add +17.9% | 0.08% | +0.02 |
| FALN iShares Fallen Angels ETF | Add +27.3% | 0.08% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +9.3% | 0.14% | +0.02 |
| SO The Southern Co. | Add +10.9% | 0.08% | +0.02 |
| LVHI Franklin International Low V | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | Add +4.9% | 0.11% | +0.02 |
| JLL Jones Lang Lasalle Inc. | Add +2.5% | 0.74% | +0.02 |
| ATO Atmos Energy Corp. | New | 0.02% | +0.02 |
| DTE DTE Energy Company | New | 0.01% | +0.01 |
| BSCW Invesco Bulletshares 2032 CB | Add +192.3% | 0.02% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +2.3% | 0.12% | +0.01 |
| INGR Ingredion Inc. | Add +2.0% | 0.60% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +15.5% | 0.16% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +329.8% | 0.01% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.01% | +0.01 |
| NGG National Grid PLC-SP ADR | Add +14.4% | 0.04% | +0.01 |
| MO Altria Group Inc. | Add +7.5% | 0.04% | +0.01 |
| AEP American Electric Power | New | 0.01% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +28.7% | 0.03% | +0.01 |
| IBDX iShares Ibonds Dec 2032 TC | New | 0.01% | +0.01 |
| GIS General Mills Inc. | New | 0.01% | +0.01 |
| DTM DT Midstream Inc. | New | 0.01% | +0.01 |
| ECG Everus Construction Group | New | 0.00% | +0.00 |
| IBTM iShares Ibnds Dec 2032 TT | New | 0.00% | +0.00 |
| TTE Totalenergies SE -Spon ADR | New | 0.00% | +0.00 |
| INTC Intel Corp. | Add +63.3% | 0.01% | +0.00 |
| NEM Newmont Corp. | Add +119.8% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 537 | $479.2M | IVV, AAPL, GLD, GOOGL, VO |
| Q1 2026 | 542 | $437.2M | IVV, GLD, AAPL, GOOGL, VO |
| Q4 2025 | 462 | $444.7M | AAPL, GLD, IVV, MSFT, GOOGL |
| Q3 2025 | 460 | $434.1M | AAPL, GLD, IVV, MSFT, VO |
| Q2 2025 | 465 | $402.0M | MSFT, AAPL, GLD, IVV, VO |
| Q1 2025 | 455 | $382.2M | AAPL, GLD, MSFT, IVV, VO |
| Q4 2024 | 458 | $388.7M | AAPL, MSFT, IVV, GLD, VO |
| Q3 2024 | 463 | $398.9M | AAPL, MSFT, IVV, GLD, VO |
| Q2 2024 | 485 | $384.7M | AAPL, MSFT, IVV, GLD, VO |
| Q1 2024 | 489 | $380.5M | MSFT, AAPL, IVV, VO, GLD |